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| Provider | Service type | Compensation |
|---|---|---|
CHERRY BEKAERT LLP1+ years Filed as: CHERRY BEKAERT, LLP Service code 15 · EIN 56-0574444 | Recordkeeping | $12,400 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,134 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 49 1747 PENNSYLVANIA AVE NW STE 900 · WASHINGTON, DC 20006 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,939 | $41,854-83.4% | $73,836-90.6% | $52,331-86.7% |
| Participation rate | 96.6% | 66.2%+30.4pp | 73.4%+23.2pp | 68.1%+28.5pp |
| Annual return | -0.31% | 2.11%-2.4pp | 2268.06%-2268.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,185 | $1,920+13.8% | $2,787-21.6% | $1,882+16.1% |
| Participant deferral / active EE | $3,507 | $2,498+40.4% | $3,583-2.1% | $3,022+16.0% |
| Admin fee / account holder | $19 | $493-96.1% | $4,882-99.6% | $592-96.8% |